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Showing 4821 - 4830 of 9821 results for "Advisers"

Mason Stevens to launch super, grows SMA menu

JAMIE WILLIAMSON  |  TUESDAY, 28 FEB 2017
... upgrade to Mason Stevens' adviser and client portals. "This will give greater functionality and, more importantly for our advisers, greater means to interact to be able to talk to us in an online sense to deliver corporate actions and so on," Bignill ...

Inflows drive first net profit for HUB24

ALEX BURKE  |  MONDAY, 27 FEB 2017
... during the half-year. "Our focus on delivering superior full-function platform capabilities is really resonating with advisers and their clients," HUB24 managing director Andrew Alcock said. "Our smart technology enables us to nimbly respond to adviser ...

Centrepoint growing wealth business

KARREN VERGARA  |  MONDAY, 27 FEB 2017
... solutions and strong advocacy from our clients. We will continue to offer innovative solutions to help non-institutional advisers deliver best advice and thrive in a rapidly changing environment," de Zwart added.

BT Panorama adds super and insurance

ALEX BURKE  |  MONDAY, 27 FEB 2017
... Financial Group's Panorama platform will now be able to integrate their superannuation and life insurance arrangements. Advisers using BT Panorama can now seamlessly move clients from accumulation to pension phase; track contributions against caps; schedule ...

Investment manager and advice group join forces

JAMIE WILLIAMSON  |  MONDAY, 27 FEB 2017
... the company's market reach and earnings profile." Futuro already services about 50 offices and more than 80 individual advisers, and recently developed its own funds management offering including the provision of managed discretionary accounts and separately ...

Open data would protect advice industry: Adviser Ratings

JAMIE WILLIAMSON  |  FRIDAY, 24 FEB 2017
... Regulatory Authority's book and introduce more detailed and transparent historical data around the conduct of financial advisers. Adviser Ratings managing director Angus Woods believes a more open and accessible compilation of financial advice firms ...

Awareness of sustainable investing grows

JAMIE WILLIAMSON  |  FRIDAY, 24 FEB 2017
... sustainability Emma Pringle said. The research findings support BT's new sustainability scoring, which affords visibility to advisers and customers over how their investments rate around key sustainability factors. The scoring is integrated into BT Panorama's ...

ASIC bans Melbourne insurance broker

EMMA RAPAPORT  |  FRIDAY, 24 FEB 2017
... was made bankrupt in 2016 and PDIB placed into liquidation. His ban will be recorded on ASIC's register of financial advisers

IOOF introduces digital adviser education hub

JAMIE WILLIAMSON  |  FRIDAY, 24 FEB 2017
IOOF launched a new digital investment tool for advisers. The online hub, Investment Central, will provide advisers with access to three different resource pools to help them in developing the best possible strategy for their clients. 'The Knowledge ...

Professional standards spark SAFAA training

DARREN SNYDER  |  THURSDAY, 23 FEB 2017
The Stockbrokers and Financial Advisers Association is partnering with a global compliance training service provider for a new e-learning initiative. The partnership with GRC Solutions coincides with the passing of legislation for new requirements to ...